SpaceX has signed a computing power agreement with Reflection AI worth up to $6.3 billion. The deal gives the open-source AI startup access to Nvidia GB300 chips at Colossus 2. Reflection AI will pay $150 million per month from July 1, 2026.
The agreement also comes days after SpaceX completed its record IPO. It adds another customer to SpaceX’s growing AI infrastructure business.
Reflection AI Secures Colossus Compute Access
SpaceX is expanding its commercial compute business through a new agreement with Reflection AI. The startup will receive access to Nvidia GB300 chips at Elon Musk’s Colossus 2 data center.
The monthly payment under the deal is set at $150 million. If the contract runs through 2029, total payments will reach about $6.3 billion.
The agreement includes an early exit clause after the first three months. Either company can end the contract with 90 days’ notice after that period. SpaceX built Colossus to support AI workloads, including systems linked to Musk’s broader AI plans. However, the company is now selling compute capacity to outside customers.
Reflection AI Gets Access To Nvidia GB300 Chips
Reflection AI is focused on open-source artificial intelligence models. The company has positioned its work around models that users can inspect, customize, and run with more control.
The new SpaceX deal gives Reflection AI more computing power for model training and deployment. Advanced chips remain a key resource for AI firms building large systems. Reflection AI has not released a public frontier open-source model yet. Still, the startup has gained attention from government and national security customers.
The company is also working with the Department of Energy’s Genesis Mission. It has also been tied to wider Pentagon AI efforts.
Colossus Becomes A Commercial Compute Platform
The Reflection AI agreement shows how SpaceX is using Colossus beyond internal AI work. The data center is now part of its commercial compute strategy.
SpaceX has also reached computing power deals with Anthropic, Google, and Cursor. Reflection AI adds another outside buyer to that customer list.
The deal comes as many AI companies face limited access to advanced Nvidia chips. This has increased demand for large compute clusters.
By selling access to Colossus, SpaceX is entering a market led by cloud providers and AI infrastructure firms. The company is using its hardware buildout as a revenue source.
Bond Sale Follows Record SpaceX IPO
SpaceX also announced a senior unsecured notes offering after its recent public listing. The company said proceeds will be used to repay bridge financing and for general corporate needs.
The bond sale comes after SpaceX raised about $86 billion from its IPO. The company also disclosed about $100.8 billion in cash. Shares fell after the bond announcement. The move came as investors assessed SpaceX’s spending plans across rockets, Starlink, AI, and data centers.
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